Affinity for Teams (Enterprise only)

With Affinity for Teams, you can create teams and silo your lists/communications data to your immediate team members only, while still sharing your relationship strengths and networks across different teams within your organization.

Note: We are currently in the process of transitioning accounts to the new and improved Affinity for Teams experience, which includes new siloing capabilities. Check out the Enterprise Permissions article to learn more.

Who can access Affinity for Teams?

Note: This is only available to customers on the Enterprise tier. If you are on the Professional or Premium tier and would like to upgrade to Enterprise, please reach out to support@affinity.co or your Affinity point of contact to learn more.

What can my immediate team see? What can everyone see?

*List-specific fields will only be available to you/your specific team members if the list is only shared with your specific team. However, list-specific fields will be available to everyone if the list is shared globally with everyone.

Who can set the privacy settings and invite members to specific teams?

Only the Enterprise Admin of the account will be able to set the privacy settings for each user and invite members to specific teams. To become an Enterprise Admin or make someone else an Enterprise Admin, please email support@affinity.co or your Affinity point of contact.

How to manage your teams (Enterprise Admin only)

1. As the Enterprise Admin, click your Personal Avatar on the top-right corner, then click Settings.
   
   
   
2. Click on the Team Management tab, then click into a specific team (e.g. Ventures Team) or click All Members.
   
   
   
3. In a specific team, you can do the following:
   A. Add a member to a specific team.
   B. Change a user's privacy settings/permissions.
   C. Remove a user from a specific team.
   
   
   
4. In the All Members tab, you can do the following:
   A. Invite a new team member to join your organization's Affinity deployment.
   B. Change the user type/permission of other users.
   C. Deactivate a team member who is no longer using Affinity.
   D. Resend an invite to a team member who has yet to login and sync their data.
   
   
   
5. The Enterprise Admin will be able to access all lists (Global, Team, and Private). This can also be done via the Affinity API.
   
   
   
6. The Enterprise Admin will be able to change list permissions within all lists.
   1. Global - Share the list with your entire company (all teams).
   2. Team - Share this list with one or more teams.
   3. Private - Only the list owner and Enterprise Admin will have access to private lists.
   
   Note: Exceptions for specific users will apply whether or not they are part of the Team (if it is shared with a specific team) or if the list is Private. Not only do these specific users have access regardless of the level of list sharing, but they can also have Standard or Admin list-level permissions, whereas everyone else is Basic by default (see List Level Permissions).
   
   

Additional Information

• If a user is not assigned to any team yet, then the user's email/calendar data will not surface for anyone else on the team.
  • Only when the user is assigned to a specific team, will the team members within that team will be able to see the user's email/calendar data.
• The interaction visibility depends on which team a user is a part of and what their privacy settings are within that team.
  • If two or more users on different teams are included on the same email thread, the user with the most lenient privacy settings will have their privacy preferences applied for that email thread.
    
    

Questions/Feedback?

Feel free to reach out to support@affinity.co as we continue to improve Affinity for Teams.